+14.4%
FIX vs QQQI
+8.3%
+6.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +1.0% | -16.1% | -17.2% |
| 7D | -18.9% | -4.2% | -14.7% | -11.1% |
| 30D | -36.3% | -7.1% | -29.2% | -25.1% |
| 3M | -38.5% | -2.7% | -35.9% | -34.5% |
| 6M | -42.3% | +2.0% | -44.3% | -44.4% |
| YTD | +17.1% | +8.2% | +8.9% | -1.2% |
| 1Y | +14.4% | +8.9% | +5.5% | -4.0% |
| All | +14.4% | +8.3% | +6.1% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded QQQI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling